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Auto attach emails by domain.

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New Member
Posts: 26
Country: USA
Accepted Solution

Auto attach emails by domain.

[ Edited ]

I use Outlook rules to automatically attach emails to contact records.  Currently, we create a new contact for each new sender from the same company. This results in many "extra" individual contacts being generated - when all that's needed is to capture each email on a company basis. Is there a way to configure auto attachment based on the sender's domain rather than the individual email address?  

 

Any and all suggestions are welcome -- thanks.

 

Sage ACT! Pro 2011 Version 13.0.401.0, Hot Fix 2


Accepted Solutions
Solution
Accepted by topic author Miles Solo
‎08-24-2016 07:31 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Auto attach emails by domain.

Hi Miles,

This kind of matching based on the email domain is not a feature of the email integration in Act. This might be possible with a third party addon, although I am not personally aware of any.

Note: The custom action needed for the auto attach incoming emails rule is not available in Outlook 2013 and later.

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All Replies
Solution
Accepted by topic author Miles Solo
‎08-24-2016 07:31 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Auto attach emails by domain.

Hi Miles,

This kind of matching based on the email domain is not a feature of the email integration in Act. This might be possible with a third party addon, although I am not personally aware of any.

Note: The custom action needed for the auto attach incoming emails rule is not available in Outlook 2013 and later.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Auto attach emails by domain.

New Member
Posts: 26
Country: USA

Re: Auto attach emails by domain.

Thanks for the responses.  I think "auto attach by domain" would be a valuable feature in future Act versions.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Auto attach emails by domain.

The big issue with that is that Act! is a contact manager ... So, if you deal with several users at a company, who do you attach the emails to?
New Member
Posts: 26
Country: USA

Re: Auto attach emails by domain.

If there was an auto attach by domain, I imagine it would attach to the company record.